Setting Visibility for Forms/Flows
Clicking on either icon displays the same wizard which can be used to set the Visibility of your form/flow. Notice the two dropdown fields: Permission and Visibility.
When Who can start the form or Who can start the flow is displayed in the Permission field, the designer can select one of the dropdown choices to specify form/flow visibility. The default value for forms is Designers/Owner Only while flows default to Authenticated Users (login required). The choices for form/flow visibility are:
The designer can grant form/flow access to explicit users/roles by selecting the Custom choice from the Visibility dropdown. Roles and users can be selected via an editable combo-box control. As the user types,
The Expense Report in the above images can be used by anyone in the tenant with the role of Employee, Manager or Accounting, the user id of the Reviewer and the user Sue. Notice the Reviewer role is encased between curly braces. This is an example of a control template. Templates are like variables in your form that will be evaluated at runtime and replaced with the actual values entered. For templates to work, there must be a control in your form with the name given inside the curly braces.
The user, Jack, who has the role of frevvo.Publisher, is not a Reviewer for anyone in the company and of course, is not Sue, will be denied access to the form. He will see this error:
You can publish any form/flow regardless of whether it can be started by Anyone (No login required) or just the Designer/Owner. If it is private, only Designer/Owner Only is selected, the person who created it or any user given the Who can edit the form/flow permission can edit it or test it. Another user may log in using your ID and password, however, so it is possible to collaborate on a form without sharing it, as long as two of you are not editing the same form at the same time. Two It is possible for more than one designer to collaborate on Forms/Flows in development if the form/flow owner (the designer that created the form/flow) gives this permission to other designers. However, if one designer is working on the form, other designers will be denied access. Form/flow owners can also designate the wo or more people may test the form/flow and view/edit submissions at the same time.
Similarly, if a form is public in tenantvisibility is set to Authenticated Users(login required), only users with accounts in the tenant will be able to access the form.
A form/flow made public this way is accessible to anyone with the form/flow's UrlURL. There are other methods of sharing forms that have increasingly higher levels of security. See form security for details.
If you have made your form public set the form/flow visibility to Anyone (login not required) and users have begun submitting it, you'll need to use caution when modifying your form. If users access it while you are editing it, they will see error messages indicating that the page is being refreshed or that the form is invalid.
You can mark your form private /flow Designers/Owner Only until you are done updating developing it, which will prevent new users from accessing the form, but if users happen to be completing the form when you switch it from public to privateAnyone (login not required) to Designers/Owner Only, they will see error messages. A better approach if feasible is to edit the form in a copy of your application running on a staging server. You can then replace the current form with the new form by removing the original application/form/flow from the staging server and uploading the new application/form/flow.
The designer can set other permissions, such as who can view/edit submissions for forms and flows via the Access Control wizard. Roles and users that can view the audit trail or be designated as flow administrators are specified through the same wizard.